[Form 4] Navitas Semiconductor Corporation Insider Trading Activity

Rhea-AI Filing Summary

Brian Long, a director of Navitas Semiconductor Corp (NVTS), reported multiple sales of Class A common stock on September 9-10, 2025. He sold 497,700 shares on 09/09/2025 at a weighted-average price of $5.7618, after which he was reported to beneficially own 3,420,991 shares (indirectly). He sold an additional 750,000 shares on 09/10/2025 at a weighted-average price of $5.8422, after which he was reported to beneficially own 2,670,991 shares (indirectly). The filings note an additional disposition of 22,048 shares reflecting shares underlying unvested restricted stock units. The reporting person is a managing director of Atlantic Bridge III LP and disclaims beneficial ownership except for his pecuniary interest. The form was signed by an attorney-in-fact on 09/11/2025.

Positive

• Timely and detailed disclosure of multiple transactions with weighted-average prices provided
• Affiliation and ownership structure (managing director of Atlantic Bridge III LP) explicitly disclosed, including disclaimer

Negative

• Large insider sales totaling 1,247,700 shares over two days, reducing reported indirect holdings from 3,420,991 to 2,670,991
• Disposition includes unvested RSU-related shares (22,048), indicating complex ownership changes that may matter to governance observers

Insights

Financial Analyst

TL;DR: Director sold over 1.24 million shares across two days, reducing indirect holdings by ~750,000 shares, a potentially material insider liquidity event.

The reported sales—497,700 shares at a $5.7618 weighted average and 750,000 shares at a $5.8422 weighted average—total 1,247,700 shares disposed within two days. Post-transactions, beneficial indirect ownership is reported at 2,670,991 shares. For investors, concentrated insider sales in a short window can signal personal liquidity or portfolio rebalancing; however, the filer is a managing director of a fund (Atlantic Bridge III LP) and disclaims direct beneficial ownership beyond pecuniary interest, which complicates interpretation. Transaction sizes relative to outstanding float are not provided in this filing, limiting assessment of market impact.

Corporate Governance Expert

TL;DR: Multiple large disposals by a director warrant governance attention but are disclosed and include required context about fund affiliation.

The Form 4 properly discloses multiple sales with weighted-average prices and explains the reporter's role as managing director of Atlantic Bridge III LP, including a disclaimer of beneficial ownership except for pecuniary interest. The filing also identifies disposition of shares tied to unvested restricted stock units. These disclosures meet Section 16 transparency expectations; nevertheless, frequent or clustered insider sales should be monitored by the board and investors for potential pattern concerns.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
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hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

LONG BRIAN

(Last) (First) (Middle)

C/O NAVITAS SEMICONDUCTOR CORPORATION

3520 CHALLENGER STREET

(Street)

TORRANCE CA 90503-1640

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Navitas Semiconductor Corp [ NVTS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
09/09/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	09/09/2025		S		497,700	D	$5.7618(1)	3,420,991	I	Atlantic Bridge III LP(2)
Class A Common Stock	09/10/2025		S		750,000	D	$5.8422(3)	2,670,991	I	Atlantic Bridge III LP(2)
Class A Common Stock								22,048(4)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reported shares were sold in multiple trades at prices ranging from $5.7500 to $5.8000, inclusive. The price reported above reflects the weighted-average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected.

2. The reporting person is managing director of Atlantic Bridge III LP. The reporting person disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein.

3. The reported shares were sold in multiple trades at prices ranging from $5.6300 to $6.0200, inclusive. The price reported above reflects the weighted-average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected.

4. Reflects shares underlying unvested restricted stock units.

Remarks:

	/s/ Rachel Roepke, attorney-in-fact	09/11/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What shares did Brian Long sell according to the NVTS Form 4?

He sold 497,700 shares on 09/09/2025 at a weighted-average price of $5.7618 and 750,000 shares on 09/10/2025 at a weighted-average price of $5.8422.

How many NVTS shares does Brian Long report owning after these transactions?

The filing reports 3,420,991 shares after the 09/09 sale and 2,670,991 shares after the 09/10 sale, both reported as indirect ownership.

What is Brian Long's relationship to Atlantic Bridge III LP in the filing?

The filing states he is a managing director of Atlantic Bridge III LP and disclaims beneficial ownership except to the extent of his pecuniary interest.

Does the Form 4 explain the price ranges for the sales?

Yes. The filing explains the 09/09 sales occurred at prices ranging from $5.75 to $5.80 and the 09/10 sales ranged from $5.63 to $6.02, with the reported prices reflecting weighted-average sale prices.

Who signed the Form 4 for Brian Long and when?

The form was signed by Rachel Roepke, attorney-in-fact on 09/11/2025.